Plan Snapshot
- Plan Sponsor: Gaylord Hospital, INC.
- Sponsor EIN: 060646649
- Sponsor Address: 50 GAYLORD FARMS ROAD, WALLINGFORD, CT, 06492
- Plan Type: DB
- Total Participants: 72
- Total Assets: $26.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 72 | $26.2M | $200,525 | $0 |
| 2023 | 80 | $27.8M | $6.7M | $0 |
| 2022 | 86 | $22.6M | $1.1M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $127,250 | — | $127,250 |
| NORTHWESTERN MUTUAL INVESTMENT SERV | BROKER | — | $25,000 | $25,000 |
| CROWE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $152,250
- Estimated Expense Ratio: 0.580% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $162,054 | $15,000 | — | — | — |
| 2023 | $384,796 | $15,000 | — | — | — |
| 2022 | $360,705 | — | — | — | $29,000 |